Confirm a prospect document template is ready
Make a quick template check part of the workflow before a verified prospect record becomes a document task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Why this helps
Document work can pause when the right template is unclear or its current details are not easy to find.
- Retrieve template information when a document request arrives.
- Reduce interruptions caused by searching for template details manually.
- Make it easier to choose the right next document step.
Setup
Build it in a few focused steps.
- 1Connect Data247 and Docugenerate to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Describe in one instruction which prospect-document templates Notis should retrieve or list when the webhook request arrives.
- 4Select an incoming webhook trigger and a channel for run reports.
- 5Test with one real request and confirm the returned template details are useful.
Questions about this workflow
Does this action generate a document?
No. It retrieves or lists existing templates and their metadata. Use a document-generation action for the actual output.
Why connect this to verified prospect data?
A webhook can signal that a prospect document is needed; the template lookup helps make the next document step clearer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Data247 to Docugenerate. A trigger fires from one place; an action lands in another.
Data247 triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Data247 and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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